Portfolio management for businesses (other than small businesses) or institutional clients

Selection of other advisers (including private fund managers)

Market timing services

Types of Clients

Registered States

Registered Investment Advisor

Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

Zachary Abrams (CRD# 5062672) is an Investment Advisor Representative working at
Lincoln Investment in Shaker Heights, OH and has
over 8 years
of experience in the finance industry.
Zachary Abrams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,
pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put
clients' interests first and comply with the Financial Planning Practice Standards.

Stephen Bach (CRD# 4389509) is an Investment Advisor Representative working at
Lincoln Investment in Wallingford, PA and has
over 16 years
of experience in the finance industry.
Stephen Bach has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,
pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put
clients' interests first and comply with the Financial Planning Practice Standards.

John Bartuccio (CRD# 1437692) is an Investment Advisor Representative working at
Lincoln Investment in Fort Washington, PA and has
over 20 years
of experience in the finance industry.
John Bartuccio has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,
pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put
clients' interests first and comply with the Financial Planning Practice Standards.

Jaclyn Bell (CRD# 5669084) is an Investment Advisor Representative working at
Lincoln Investment in Sugar Land, TX and has
over 8 years
of experience in the finance industry.
Jaclyn Bell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,
pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put
clients' interests first and comply with the Financial Planning Practice Standards.

Leslie Benzak (CRD# 4459344) is an Investment Advisor Representative working at
Lincoln Investment in Jenkintown, PA and has
over 16 years
of experience in the finance industry.
Leslie Benzak has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,
pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put
clients' interests first and comply with the Financial Planning Practice Standards.

Patrick Bergin (CRD# 2040618) is an Investment Advisor Representative working at
Lincoln Investment in Cranford, NJ and has
over 22 years
of experience in the finance industry.
Patrick Bergin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,
pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put
clients' interests first and comply with the Financial Planning Practice Standards.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.

This site and the information herein (“Services” or “Information”) are for your information only. The Information is as of the date is it prepared and it will not be updated. The Information is not guaranteed in any manner. Services are not, and should not be interpreted as, an offer, recommendation, solicitation or representation or guarantee of the quality or suitability of any investment product, service or instrument or professional advisory services (“Products”). Proposals are allocated to an advisor using a round-robin allocation methodology which accounts for wealth level, advisor payment of a marketing plan program fee and match of your and an advisor’s selection criteria. Please carefully consider your individual circumstances and independent due diligence before making any decision to purchase any Products.